aiAlpha
Your All-in-One RIA Platform.
Built by Advisors, for Advisors.
Smart Client Acquisition & Onboarding
Scalable Investment Management
Hands-On Operations and Client Service
Why Consider aiAlpha?
Advisor-Centric Design
aiAlpha was built by advisors who scaled their own businesses practices using this platform. Our team understands your real-world needs to work with a diverse set of clients' prospects, account types, securities (etc.) and is committed to building a tech stack that is prepared to navigate complexities.
Efficiency & Scale With a Single Log-On System
Automate operations, customize your workflows, and reduce overhead by "doing more with fewer people." Integrate multiple books of business across different custodians and other tech systems.
Differentiated Focus on Advisors
Unlike the big-brand tech platforms, we prioritize smaller RIAs ($20M–$1B+ in AUM), offer tailored support, and the ability to customize systems.
Proven Scale, Experienced Private Ownership
Our executive team has previous experience with building and selling an RIA and an advisor technology platform, and still uses the system every day. aiAlpha has over $3B on the platform and our team serves a diverse set of RIA clients, TAMPS, and aggregators.
Our Services
A Singular Platform
One integrated dashboard can often replace 5-10 software programs. We manage:
- New client paperwork with smart workflows automatically generating the correct forms
- Ongoing client account management
- Billing and payments
- Portfolio analysis & reporting
- Communication with outside entities on your behalf
An Experienced Team
aiAlpha provides a service team that intends to step in as your back-office staff:
- Handling third party phone calls
- Managing paperwork
- Setting up custom workflows
- Answering questions and troubleshooting platform or other client issues so you can focus on other priorities
About Us
Our executive team has previous experience building and selling an RIA and an AdvisorTech platform, and we still use the aiAlpha system daily. We currently service over $3B in AUM on the platform, improving the operational efficiency of a wide array of RIAs, TAMPS, and aggregators.
Unlike many other platforms, we prioritize RIAs they might consider to be “small” (starting ~$20M AUM to over $1B). We offer our partners tailored support and the ability to customize the system to fit their preferred workflows. Our goal is to automate operations, workflows, and reduce costs so that these firms and individuals can "do more with fewer people."
We understand the integration complexities that arise when working with a diverse set of clients, prospects, account types, and securities, and have built an advisor technology platform prepared to adapt to these potential complexities.
aiAlpha Solves Key
Technology & Workflow Challenges s
Client Acquisition & Onboarding
CRMs, e-signature software, and custodian portals create disjointed workflows, often requiring constant toggling and manual data entry. In one Orion survey, 57% of advisors cite platform integrations as their biggest pain point in opening new accounts and onboarding new clients.
Client Services
Because they're forced to use multiple fragmented platforms, advisors struggle to provide household-level insights across platforms while maintaining the ability to drill down to specific accounts and holdings.
Operations
Manual custodial interactions, often time-sensitive and done over the phone, decrease advisor and team productivity as they toggle between departments and systems. According to one survey, 60% of advisors say they lack the time to fully utilize their tech stack, particularly when it comes to portfolio management and integration. (Web ID: 4)
Portfolio Reporting & Integration
Comprehensive reporting tools allow you to present blended portfolios of public securities, options, private funds, and other instruments into comprehensive recommendations for prospects and clients. An intelligent system that knows which documents are needed for each client type, account type, investment mix, and custodian.
Our goal is to help you stay productive while your clients remain happy.
Use Better Automated Workflows
We ensure your tech stack functions the way you work best.
Eliminate rigid systems and create automations built around how you like to work.
Service staff handling custodial relationships and freeing you from manual back-and-forth.
In-house programming staff ready to bring your business personalized functionality that off-the-shelf platforms simply cannot replicate.
Get Connected
Here's what we think makes aiAlpha special: the platform expense is typically less than the cost of hiring one additional sales assistant. We’re bringing an entire tech system plus a whole team of operations experts. How is this possible? The technology automates so much of the work that our service team can support many advisors efficiently.